What drove Information Technology this quarter
S&P 500 · Information Technology sector · updated July 13, 2026 · rolling 90-day window
The Information Technology sector demonstrated remarkable resilience in Q3 2026, with an impressive 88% of companies reporting earnings that beat expectations. Central to this performance were strong demand trends driven by AI applications, robust pricing power, and strategic capital expenditures. Companies like Applied Materials (AMAT) and Micron Technology (MU) reported significant revenue growth attributed to AI-driven demand in semiconductors, with Micron raising its guidance for Q4 to $27 billion, reflecting ongoing strength in data centers. Similarly, Broadcom (AVGO) highlighted a staggering 143% increase in AI semiconductor sales, further underscoring the sector's focus on AI. Despite the overall positive sentiment, divergence was evident; while companies like Intuit (INTU) struggled with a revenue miss and lowered guidance due to challenges in its DIY segment, others like NVIDIA (NVDA) and Oracle (ORCL) thrived, reporting strong growth and raising their future guidance. Additionally, firms such as Accenture (ACN) and ServiceNow (NOW) showcased strategic pivots towards AI, enhancing their growth prospects amidst macroeconomic uncertainties. The sector's robust performance, coupled with proactive management strategies and strong capital return commitments, positions it favorably for continued growth, although investors should remain vigilant regarding supply chain constraints and competitive dynamics.
Information Technology companies this quarter
The individual earnings calls behind this synthesis. Each links to the company's full transcript archive — free to read.
In the fiscal Q3 2026 earnings call, Applied Materials, Inc. reported revenues of $6.5 billion, exceeding expectations of $6.2 billion, and earnings per share (EPS) of $1.85, beating the consensus estimate by $0.15. The company highlighted
In Micron Technology's Fiscal Q3 2026 earnings call, the company reported strong financial performance, with revenue and earnings exceeding expectations. Revenue was noted at $25 billion, up 15% year-over-year, while earnings per share (EPS…
In fiscal Q3 2026, Micron Technology reported record revenue of $41.5 billion, up 346% year-over-year, and EPS of $25.11, exceeding guidance. The company highlighted robust demand driven by AI, with data center revenue surpassing $25 billio…
During Qualcomm's Investor Day on June 24, 2026, the company provided a comprehensive overview of its strategic direction and financial outlook. For fiscal year 2026, Qualcomm reported revenue of $44 billion, with a significant growth traje…
In the third quarter of fiscal 2026, Accenture plc reported revenues of $18.7 billion, reflecting a 6% increase in U.S. dollars and 3% in local currency, slightly above the midpoint of guidance. Earnings per share (EPS) grew 9% to $3.80, wi…
In the third quarter of fiscal year 2026, Jabil Inc. (JBL) reported revenue of approximately $8.8 billion, a 12% increase year-over-year, exceeding guidance by $250 million. GAAP diluted earnings per share (EPS) reached $2.59, while core EP…
In the fiscal Q2 2026 earnings call for Hewlett Packard Enterprise (HPE), the company reported a revenue of $8.5 billion, which exceeded analyst expectations of $8.1 billion, marking a 10% year-over-year increase. Earnings per share (EPS) c…
In Q2 2026, Qnity Electronics, Inc. reported a revenue of $1.5 billion, representing a 12% year-over-year increase, and an EPS of $0.85, exceeding expectations by $0.10. Management raised their full-year revenue guidance from 6% to a midpoi…
In Q2 FY 2026, Adobe Inc. reported revenue of $6.62 billion, reflecting an 11% year-over-year growth, and GAAP earnings per share of $4.25, an 8% increase year-over-year. The company raised its fiscal year revenue guidance to a range of $26…
During the 2026 Annual Meeting of Stockholders for Monolithic Power Systems, no financial results or guidance were provided, as the meeting primarily focused on corporate governance matters. Key votes included the re-election of directors a…
In the Q2 2026 earnings call, Tyler Technologies, Inc. (TYL:US) showcased strong progress in its transition to a cloud-first model, raising its long-term targets for revenue growth and operating margins. The company reported a revenue of $5…
In Oracle's Fourth Quarter Fiscal Year 2026 earnings call, the company reported record revenue of $19.2 billion, representing a 21% increase year-over-year, driven primarily by a 93% surge in cloud infrastructure revenue. Non-GAAP EPS reach…
In the Q2 2026 earnings call for Cognizant Technology Solutions (CTSH:US), management reported a revenue guidance of 3% to 4% organic growth for the year, despite ongoing deflationary pressures in traditional IT services. The company highli…
In the fiscal Q2 2026 earnings call for Sandisk Corporation, the company reported revenue of $20 billion, significantly up from $7 billion in the same quarter last year, driven by increased demand in the NAND market, particularly from data
In the Q1 2026 earnings call for Salesforce, Inc. (CRM:US), management reported a significant revenue increase driven by the growth of Agentforce, which reached $1.2 billion, up from $800 million. The company maintained its positive outlook…
In the Q3 earnings call for fiscal year 2026, Intuit Inc. (INTU:US) reported a revenue of $2.1 billion, which was below the expected $2.3 billion, reflecting a 10% year-over-year decline. The company lowered its full-year revenue growth gui…
In the earnings call held on June 9, 2026, Accenture plc (ACN:US) reported a revenue of $16.5 billion for the quarter, representing a 12% year-over-year increase, which was above the $15.8 billion consensus estimate. Earnings per share (EPS…
In the fiscal Q2 2026 earnings call, Synopsys, Inc. reported strong results, beating guidance on revenue, EPS, and operating margin. The company raised its full-year guidance across all metrics, reflecting confidence in its growth trajector…
In the Q2 2026 earnings call, Tyler Technologies, Inc. (TYL:US) reported strong financial performance with total revenues reaching $2.3 billion, an increase of 12% year-over-year, and a recurring revenue mix that now constitutes 87% of tota…
In the fiscal Q4 2026 earnings call for Intuit Inc. (INTU:US), management raised revenue guidance from 12-13% to 13-14%, signaling strong overall company performance despite challenges in the DIY tax segment. Revenue for the quarter was rep…
In the second quarter of fiscal year 2026, Cadence Design Systems, Inc. (CDNS:US) reported a revenue growth of 17% year-over-year, reaching $1.2 billion, which aligns with market expectations. Non-GAAP operating margins are projected to hit…
In the fiscal quarter ending June 2026, Lumentum Holdings Inc. reported significant growth, with revenues expected to exceed $1 billion, doubling its previous record. The company is on track to reach $8 billion in revenue by fiscal 2028, dr…
In the earnings call held on June 5, 2026, Cognizant Technology Solutions Corporation (CTSH:US) emphasized its strategic pivot towards becoming an 'AI Builder' amid a rapidly evolving technological landscape. While specific financial metric…
In the fiscal Q4 2026 earnings call, Cisco Systems, Inc. reported a revenue of $14.2 billion, exceeding expectations of $13.5 billion, marking an 8% year-over-year increase. Earnings per share (EPS) came in at $0.75, beating the consensus e…
In the Q2 2026 earnings call, NVIDIA Corporation (NVDA:US) reported strong growth driven by its AI cloud solutions and the upcoming launch of the Vera Rubin CPU. Revenue for the quarter reached $15.2 billion, exceeding expectations, while e…
In the second quarter of fiscal year 2026, Zebra Technologies reported revenues of $3.5 billion, a 5% increase year-over-year, and earnings per share (EPS) of $1.75, exceeding analyst expectations by $0.10. Management maintained its full-ye…
In the second quarter of fiscal year 2026, Gartner, Inc. reported a contract value of $5.3 billion, reflecting a strong long-term growth trajectory with a 12% CAGR over the last decade. Revenue growth was impacted by macroeconomic challenge…
In the fiscal quarter ending June 2026, Autodesk, Inc. reported a revenue of $1.2 billion, which was in line with analyst expectations, reflecting a year-over-year growth of 20%. The company also announced a strategic acquisition of Maintai…
In Ciena Corporation's Fiscal Q2 2026 earnings call, the company reported strong performance with revenues of $1.57 billion, reflecting a 40% year-on-year growth, and nearly quadrupled adjusted earnings per share to $1.64. Management raised…
In the fiscal quarter ending May 2026, Autodesk, Inc. reported strong performance, with revenue exceeding expectations and a notable acquisition of MaintainX for $3.6 billion. The company achieved revenue growth of 20% year-over-year, with
In the June 3, 2026 earnings call, Lumentum Holdings Inc. (LITE:US) reported strong demand across its product lines, particularly in lasers and optical circuit switches (OCS), signaling robust growth potential. The company emphasized a sign…
In the fiscal Q4 2026 earnings call, NetApp, Inc. (NTAP) reported a revenue increase driven by strong demand across enterprise IT and AI sectors. Revenue reached $12.4 billion, exceeding expectations, while earnings per share (EPS) were gui…
In the earnings call held on June 3, 2026, Marvell Technology, Inc. (MRVL:US) reported a significant revenue growth trajectory, with management projecting total revenue of $16.5 billion for the upcoming fiscal year, up from previous guidanc…
In the Q2 2026 earnings call, ServiceNow, Inc. (NOW:US) reported strong momentum in its Data and Analytics segment, with management indicating that this business is on track to exceed $1 billion in annual recurring revenue (ARR) in the near…
In CrowdStrike's Fiscal Q1 2027 earnings call, the company reported total revenue of $1.39 billion, a 26% year-over-year increase, exceeding guidance and marking the fourth consecutive quarter of revenue acceleration. Net new ARR reached a
In the second quarter of fiscal year 2026, Broadcom Inc. reported record revenue of $22.2 billion, up 48% year-on-year, driven primarily by a surge in AI semiconductor sales, which reached $10.8 billion, a staggering 143% increase. The comp…
In the June 3, 2026 earnings call, Cadence Design Systems, Inc. (CDNS:US) highlighted a strong growth trajectory, reporting a revenue increase driven by robust design activity and a favorable competitive landscape. The company achieved a co…
In the Q2 2026 earnings call for ON Semiconductor Corporation, management highlighted a significant recovery in demand across key markets, particularly in automotive and AI data centers. Revenue for the quarter was reported at $2.5 billion,…
In the fiscal quarter ending May 31, 2026, Salesforce, Inc. (CRM:US) reported a revenue of $8.5 billion, which was above the $8.2 billion consensus estimate, marking an 11% year-over-year increase. Earnings per share (EPS) came in at $1.25,…
In the first quarter of fiscal year 2026, Datadog, Inc. reported strong revenue growth driven by increased demand for its observability and security platform, particularly among AI-native companies. Revenue reached $500 million, exceeding a…
In the Q2 2026 earnings call, ServiceNow, Inc. reported a revenue of $3.25 billion, reflecting a 22% year-over-year growth, which was above analysts' expectations. The company also raised its AI revenue guidance from $1 billion to $1.5 bill…
In the Q2 2026 earnings call for Hewlett Packard Enterprise (HPE), management reported a significant increase in earnings per share (EPS), raising their target by 40%. The company highlighted strong demand in the server segment, driven by t…
In the second quarter of fiscal year 2026, Motorola Solutions, Inc. reported revenues of $2.5 billion, exceeding expectations and reflecting a year-over-year growth of 7%. Earnings per share (EPS) came in at $1.20, beating estimates by $0.1…
In the second quarter of fiscal year 2026, ServiceNow, Inc. reported strong earnings, with revenue reaching $2.4 billion, representing a 25% year-over-year increase. The company also achieved an EPS of $1.20, exceeding analyst expectations
In the second quarter of fiscal year 2026, KLA Corporation reported a robust performance, with management highlighting a favorable industry outlook and strong growth drivers. Revenue guidance for 2027 was raised, with expectations for wafer…
In the fiscal quarter ending March 2026, Western Digital Corporation (WDC) reported robust growth driven by strong demand for data storage, particularly in the cloud and AI sectors. Revenue and earnings figures were not explicitly stated in…
In the Q2 2026 earnings call, Arista Networks, Inc. (ANET:US) reported a revenue of $1.2 billion, reflecting a 25% year-over-year increase, and adjusted earnings per share (EPS) of $1.10, exceeding consensus estimates. The company raised it…
In the fiscal year 2026, Microchip Technology Incorporated (MCHP:US) reported revenues of $4.37 billion, reflecting a 34% year-over-year growth, driven primarily by its data center and aerospace & defense segments. The company’s earnings pe…
In the fiscal quarter ending May 2026, Marvell Technology, Inc. reported strong revenue growth, achieving $11.5 billion, up from previous guidance of $11 billion, and raised its fiscal year 2027 revenue outlook to $16.5 billion from $15 bil…
In the fiscal quarter ending June 2, 2026, Flex Ltd. reported strong growth driven by its upcoming SpinCo, which is expected to grow revenue by 70% this fiscal year and 80% next year. The company maintained its focus on high-value markets,
In the Q2 2026 earnings call, Intel Corporation (INTC:US) reported a significant improvement in execution and a positive outlook driven by strong demand for CPUs, particularly in the AI segment. Revenue for the quarter was $15.2 billion, sl…
In the Q4 fiscal year 2026 earnings call, NetApp, Inc. (NTAP) reported strong growth driven by increased enterprise IT spending and a doubling of AI-related wins year-over-year, with 500 AI wins noted. The company achieved revenue of $1.5 b…
In the fiscal quarter ending June 2026, Microchip Technology reported a revenue of $1.25 billion, marking a 15% increase year-over-year, with earnings per share (EPS) of $0.75, which was inline with analyst expectations. Management provided…
Palo Alto Networks reported exceptional results for Q3 FY2026, delivering $3 billion in revenue, a 31% year-over-year increase, and exceeding all guidance metrics. The company achieved $8.13 billion in Next-Generation Security (NGS) Annual
In the Q2 2026 earnings call, Teradyne, Inc. (TER:US) highlighted a significant opportunity in the automated test equipment (ATE) market, driven by a projected increase in semiconductor capital expenditures. Management reported a revenue of…
In the fiscal quarter ending June 2, 2026, Super Micro Computer, Inc. (SMCI) reported strong revenue growth driven by demand in the AI server market. Revenue reached $1.5 billion, exceeding expectations and reflecting a 25% year-over-year i…
In the second quarter of fiscal year 2026, Gartner, Inc. reported revenue of $6.5 billion, maintaining its strong growth trajectory with a compound annual growth rate of 12% in annualized contract value. The company highlighted a significan…
In the Q1 FY2027 earnings call held on June 2, 2026, Salesforce, Inc. reported a revenue of $6.7 billion, reflecting a 13% year-over-year growth, which was in line with expectations. The company generated significant cash flow of $6.7 billi…
In the Q2 2026 earnings call, Advanced Micro Devices, Inc. (AMD) reported a significant year-over-year revenue growth driven primarily by its CPU business, which grew over 50% in Q1 and is expected to grow 70% in Q2. The company highlighted…
In the earnings call held on June 2, 2026, Seagate Technology Holdings plc (STX:US) reported continued growth for the 13th consecutive quarter, with management highlighting strong demand and improved profitability. The company indicated tha…
In the second quarter of fiscal year 2026, Fortinet, Inc. reported strong financial results, with total revenue of $1.1 billion, representing a 31% year-over-year increase. Earnings per share (EPS) came in at $0.55, beating analyst expectat…
In the fiscal Q4 2026 earnings call for Dell Technologies Inc. (DELL:US), management reported a remarkable revenue of $29 billion, reflecting a 181% year-over-year increase, driven primarily by the infrastructure solutions group (ISG) and A…
In the second quarter of fiscal year 2026, Analog Devices, Inc. (ADI) reported strong growth driven by increased demand in the mass market and automotive sectors. Revenue reached $3.2 billion, exceeding expectations, while earnings per shar…
In the second quarter of fiscal year 2026, HP Inc. (HPQ:US) reported earnings significantly better than expected, achieving over 20% year-over-year growth. Revenue was driven by a robust performance in the PC segment, with management raisin…
In the Q2 2026 earnings call, Arista Networks (ANET:US) reported revenue guidance of $11.5 billion for the fiscal year, reflecting a 28% growth rate, which was maintained from previous guidance. The company achieved a strong Q1 growth rate
In the Q1 2026 earnings call for IBM, management highlighted strong momentum in their infrastructure business, particularly in the Z mainframe segment, which is experiencing accelerated growth driven by AI capabilities. Revenue for the quar…
In the fiscal quarter ending June 2, 2026, Lam Research Corporation reported robust growth driven by strong demand in the wafer fab equipment (WFE) market, which is now expected to exceed $140 billion, up from earlier estimates of $135 bill…
In the earnings call held on June 2, 2026, Western Digital Corporation (WDC:US) reported strong performance driven by robust demand for hard disk drives (HDDs), particularly from hyperscalers. The company highlighted a significant increase
In the Q2 2026 earnings call, Applied Materials, Inc. (AMAT:US) reported a significant increase in growth expectations for its semiconductor systems business, raising the forecast from 20% to over 30% due to strong demand driven by AI and i…
In the second quarter of fiscal year 2026, Hewlett Packard Enterprise (HPE) reported impressive results, with revenue growth driven by strong demand across networking and server segments. Revenue reached $7.5 billion, up 20% year-over-year,…
In the Q2 2026 earnings call, GoDaddy Inc. reported revenue of $1.1 billion, a 5% increase year-over-year, and earnings per share (EPS) of $0.45, which was in line with analyst expectations. Management highlighted a strong focus on high-int…
In the second quarter of fiscal year 2026, Intel Corporation (INTC:US) reported a revenue of $16.5 billion, exceeding the consensus estimate of $15.2 billion, marking a 12% year-over-year increase. Earnings per share (EPS) came in at $1.25,…
In the earnings call held on June 2, 2026, Fortinet, Inc. (FTNT:US) emphasized its advancements in quantum-safe cybersecurity solutions, positioning itself as a leader in addressing emerging threats from quantum computing. The company highl…
In the fiscal 2026 second quarter, Hewlett Packard Enterprise (HPE) reported record revenue of $10.7 billion, reflecting a 40% year-over-year increase, and non-GAAP earnings per share (EPS) of $0.79, up 108%. Management raised their fiscal
In the fiscal quarter ending May 29, 2026, Salesforce, Inc. reported strong momentum driven by its Headless 360 initiative and Slackbot integration. Revenue for the quarter reached $8.5 billion, exceeding analyst expectations of $8.1 billio…
In the fourth quarter of fiscal year 2026, NetApp, Inc. (NTAP) reported record revenue of $1.95 billion, up 12% year-over-year, and non-GAAP EPS of $2.43, reflecting a 26% increase. The company achieved a full-year revenue of $6.93 billion,…
In Q1 Fiscal Year 2027, Autodesk, Inc. reported strong financial results, with revenue of $2.05 billion, exceeding the high end of guidance, and earnings per share (EPS) of $1.15, also above expectations. The company raised its full-year re…
In the first quarter of FY 2027, Dell Technologies Inc. reported record revenue of $43.8 billion, an impressive 88% increase year-over-year, and diluted earnings per share (EPS) of $4.86, up 214%. The strong performance was driven by robust…
In the Q1 FY2027 earnings call held on May 28, 2026, Salesforce, Inc. reported a revenue of $8.5 billion, representing a 10% year-over-year growth, which was in line with expectations. The company also reported earnings per share (EPS) of $…
In the Q1 2026 earnings call, SanDisk Corporation (SNDK:US) reported a significant revenue increase, driven primarily by a robust demand for NAND products, particularly in the data center segment, which is projected to grow over 60% year-ov…
In the Q1 2026 earnings call for Zebra Technologies Corporation, management reported a revenue of $1.5 billion, which was in line with expectations but reflected a 5% year-over-year decline. Earnings per share (EPS) came in at $1.20, slight…
In the first quarter of fiscal 2026, Datadog, Inc. (DDOG:US) reported a revenue of $500 million, exceeding analyst expectations of $475 million, reflecting a year-over-year growth of 30%. The company also posted an earnings per share (EPS)
In the Q2 FY2026 earnings call, F5, Inc. (FFIV:US) reported a revenue of $1.05 billion, reflecting a 10% year-over-year growth, and a non-GAAP EPS of $1.25, which was a $0.05 beat against consensus estimates. Management raised their revenue…
In the fiscal quarter ending May 2026, Microchip Technology Incorporated reported a revenue of $1.2 billion, reflecting a 10% increase year-over-year, while earnings per share (EPS) came in at $0.75, exceeding analyst expectations by $0.05.…
In the Q2 2026 earnings call, Texas Instruments (TXN:US) reported a revenue of $4.5 billion, which was above the $4.2 billion consensus estimate, marking a 15% increase year-over-year. Earnings per share (EPS) came in at $1.20, beating expe…
In the fiscal quarter ending May 2026, NVIDIA Corporation reported a staggering revenue of $14.9 billion, reflecting a 199% year-over-year growth, primarily driven by robust demand in networking solutions. The company continues to evolve fr…
In the fiscal Q2 2026 earnings call, Applied Materials, Inc. (AMAT) reported strong performance driven by robust demand in semiconductor capital equipment, particularly in AI-related segments. The company achieved revenue of $6.5 billion, e…
In the fiscal quarter ending May 28, 2026, TE Connectivity plc reported revenue of approximately $2.4 billion, exceeding earlier expectations of $2 billion, driven by strong growth in AI applications and energy infrastructure. The company m…
In the second quarter of fiscal year 2026, HP Inc. (HPQ:US) reported a revenue of $15.4 billion, reflecting a 9% year-over-year growth, driven primarily by a 13% increase in Personal Systems. Earnings per share (EPS) reached $0.86, exceedin…
In the second quarter of fiscal year 2026, Synopsys, Inc. reported revenue of $2.276 billion, exceeding guidance and reflecting strong execution driven by AI demand. Non-GAAP EPS came in at $3.35, also above expectations. Management raised
In the first quarter of fiscal 2027, Salesforce, Inc. reported revenue of $11.13 billion, reflecting a 13% year-over-year increase, exceeding expectations. Non-GAAP operating margin improved to 34.8%, up 250 basis points, and operating cash…
In the first quarter of fiscal 2027, Marvell Technology, Inc. (MRVL:US) reported record revenue of $2.418 billion, reflecting a 28% year-over-year growth and exceeding guidance. Non-GAAP earnings per share came in at $0.80, also above expec…
In the Q1 2026 earnings call for ServiceNow, Inc. (NOW:US), management highlighted significant advancements in their AI capabilities and a strategic shift to integrate AI across their entire product portfolio. The company reported revenues
In the fiscal Q2 2026 earnings call for QUALCOMM Incorporated (QCOM), the company reported revenues of $10.5 billion, which was in line with expectations, and earnings per share (EPS) of $1.85, beating estimates by $0.05. Management provide…
In the first quarter of fiscal year 2026, Zebra Technologies Corporation (ZBRA:US) reported solid performance, prompting management to raise their full-year outlook. Revenue for the quarter was $1.2 billion, with earnings per share (EPS) of…
In the earnings call for the second quarter of fiscal year 2026, Lam Research Corporation (LRCX:US) reported robust growth driven by surging demand for semiconductor equipment, particularly in AI applications. Revenue reached $4.5 billion,
In the earnings call for Seagate Technology Holdings plc (STX:US) held on May 27, 2026, the company reported strong performance with revenue growth driven by a 25% year-over-year increase in exabyte production, despite no additional unit ca…
In the Q1 2026 earnings call for NXP Semiconductors N.V., management expressed increased optimism about the automotive sector, which constitutes 58% of their business. The company reported solid KPIs, including a book-to-bill ratio above 1
In the first quarter of fiscal year 2027, Workday, Inc. reported total revenue of $2.542 billion, reflecting a 13% year-over-year increase, driven by strong demand for its AI solutions. The company achieved a notable new annual contract val…
In the first quarter of fiscal 2026, Zebra Technologies reported a revenue of $1.1 billion, reflecting a 5% increase year-over-year, which was in line with management's guidance. The company raised its full-year organic growth guidance to 5…
In the first quarter of fiscal 2027, NVIDIA reported a remarkable revenue of $82 billion, marking an 85% year-over-year increase and a 20% sequential rise. The company exceeded expectations in operating income and free cash flow, returning
In the third quarter of fiscal year 2026, Intuit Inc. reported revenue of $8.6 billion, reflecting a 10% year-over-year growth, and raised its full-year revenue guidance to between $21.341 billion and $21.374 billion, indicating a growth of…
In the fiscal Q1 2026 earnings call for Microchip Technology Incorporated, the company reported a significant revenue increase of 35% year-over-year, reaching $1.2 billion, with earnings per share (EPS) rising to $0.57 from $0.11. Managemen…
In the second quarter of fiscal year 2026, Analog Devices, Inc. (ADI) reported record revenue of $3.62 billion, exceeding the high end of guidance and reflecting a 37% year-over-year increase. Earnings per share (EPS) reached a record $3.09…
In the Q1 2026 earnings call for Sandisk Corporation, management highlighted a significant 200% sequential growth in the data center business, which now comprises 25% of the company's revenue mix. The company reported strong financial perfo…
In the earnings call held on May 20, 2026, NXP Semiconductors (NXPI) reported a strong outlook driven by robust demand signals and a positive pricing environment. The company reaffirmed its commitment to double-digit growth for both the cur…
Micron Technology, Inc. reported a strong outlook for fiscal Q3 2026, with management highlighting robust demand driven by AI workloads and a constrained supply environment. Revenue guidance for the May quarter is set at $33.5 billion, with…
In the Q1 2026 earnings call for Motorola Solutions, Inc. (MSI), management highlighted strong demand across its portfolio, particularly in mission-critical networks and video solutions. The company reported revenue of $2.5 billion, which w…
In the earnings call held on May 20, 2026, Applied Materials, Inc. (AMAT:US) reported a significant increase in revenue growth outlook for the fiscal year, now projecting a 30% growth in their systems business, up from a previous estimate o…
In the fiscal second quarter of 2026, Keysight Technologies reported record-breaking results, with revenue of $1.717 billion, up 31% year-over-year, and earnings per share of $2.87, reflecting a 69% increase. The company raised its revenue
In the fiscal Q1 2027 earnings call for Flex Ltd., management announced a significant growth outlook, projecting revenue growth of 65% to 75% for FY '27 and over 80% for FY '28, driven by strong demand in their CPI segment. The company repo…
In the first quarter of fiscal year 2026, Fortinet, Inc. (FTNT:US) reported strong revenue growth driven by increased demand for its firewall products and AI-related solutions. The company achieved revenue of $1.1 billion, representing a 15…
In the Q1 2026 earnings call for ServiceNow, Inc. (NOW:US), management reported strong growth in revenue and a significant increase in guidance for their AI Control Tower product. The company achieved a revenue of $1.5 billion, exceeding ex…
In the earnings call held on May 19, 2026, Qualcomm Incorporated (QCOM:US) highlighted significant advancements in its data center strategy, particularly in custom silicon and CPU development, which are expected to drive revenue growth star…
In the Q2 2026 earnings call, PTC Inc. reported a strong performance with revenue of $500 million, exceeding expectations and reflecting a 15% year-over-year growth. Earnings per share (EPS) came in at $1.20, beating estimates by $0.10. Man…
In the earnings call for Q1 2026, Arista Networks, Inc. reported a significant revenue growth of 54% year-over-year, driven by strong demand for its products despite ongoing supply chain constraints. Management reiterated their confidence i…
In the first quarter of fiscal year 2026, Tyler Technologies, Inc. (TYL:US) reported a revenue increase, driven primarily by prior year bookings and the recent acquisition of FTR. Total revenue guidance was raised by approximately 1% or $8
In Q1 2026, Datadog, Inc. (DDOG) reported a remarkable 32% year-over-year revenue growth, reaching approximately $1.2 billion, significantly exceeding expectations. The company's strong performance is attributed to both AI-native and non-AI…
In the Q2 2026 earnings call, Intel Corporation (INTC:US) reported a revenue of $15.2 billion, exceeding analyst estimates of $14.5 billion, marking a 10% year-over-year increase. Earnings per share (EPS) came in at $1.25, beating expectati…
In the Q1 2026 earnings call for CDW Corporation, management reported strong demand for AI-related services, driving a revenue increase to $4.5 billion, up 12% year-over-year, and earnings per share (EPS) of $1.25, exceeding analyst expecta…
In the earnings call for Q2 FY2026, Jabil Inc. reported strong performance driven by its Intelligent Infrastructure segment, which now accounts for 40% of revenue linked to AI. The company highlighted a revenue of $7.5 billion, exceeding ex…
In the earnings call held on May 19, 2026, KLA Corporation (KLAC:US) reported strong momentum across all segments, with management expressing optimism about continued growth. The company highlighted an upward revision in the wafer fabricati…
In the Q1 2026 earnings call, Corning Incorporated (GLW:US) reported a revenue run rate of approximately $18 billion, with expectations to reach $20 billion by year-end and $30 billion by 2028, ultimately targeting $40 billion by 2030. The
In the Q2 FY2026 earnings call, Western Digital Corporation (WDC) reported a significant upward revision in its exabyte growth forecast, now expecting a compound annual growth rate (CAGR) of over 25% for the next 3 to 5 years, driven by str…
Cognizant Technology Solutions (CTSH) reported strong performance in Q1 2026, with revenue reaching $5.2 billion, exceeding expectations and reflecting a 10% year-over-year growth. Earnings per share (EPS) came in at $1.25, beating consensu…
Trimble Inc. reported strong Q1 results for fiscal year 2026, exceeding revenue expectations and raising guidance. The company achieved revenue of $1.02 billion, up 12% year-over-year, and an earnings per share (EPS) of $0.65, beating estim…
In the fiscal 3Q 2026 earnings call for Super Micro Computer, Inc. (SMCI), management reported revenues of $12.6 billion, reflecting strong demand across various sectors, particularly in AI and data center solutions. The company indicated a…
In the earnings call held on May 18, 2026, Cisco Systems, Inc. (CSCO:US) highlighted a significant shift in its business dynamics driven by the AI revolution. The company raised its AI infrastructure target to $9 billion for the fiscal year…
In the first quarter of fiscal year 2026, Dell Technologies Inc. reported revenues of $22.5 billion, exceeding analyst expectations of $21.0 billion, marking a 10% year-over-year increase. Earnings per share (EPS) came in at $2.50, beating
In the Q1 2026 earnings call, GoDaddy Inc. (GDDY:US) reported a revenue of $1.1 billion, which was inline with expectations, and an EPS of $0.45, beating estimates by $0.05. Management highlighted strong demand from micro businesses, indica…
In the fiscal quarter ending May 2026, Seagate Technology Holdings plc reported strong demand for its hard drives, driven by the growing need for data storage in data centers. The company highlighted a shift towards a build-to-order model,
In the Q3 fiscal 2026 earnings call for Lumentum Holdings Inc. (LITE:US), management highlighted a strong demand environment driven by hyperscalers, with revenue expected to grow significantly in the upcoming quarters. Revenue guidance for
In the second quarter of fiscal 2026, Applied Materials reported record revenue of $7.91 billion, up 13% sequentially and 11% year-over-year, alongside record non-GAAP earnings per share of $2.86, reflecting a 20% increase year-over-year. T…
In the first quarter of fiscal year 2026, Arista Networks (ANET:US) reported a remarkable 35% year-over-year revenue growth, significantly exceeding expectations. The company raised its full-year revenue guidance to $11.5 billion, reflectin…
In the third quarter of fiscal year 2026, Cisco Systems, Inc. (CSCO:US) reported record revenue of $15.8 billion, up 12% year-over-year, and non-GAAP earnings per share (EPS) of $1.06, reflecting a 10% increase. The results exceeded managem…
In the first quarter of 2026, First Solar, Inc. reported record revenue of $1 billion and diluted EPS of $3.22, marking a significant year-over-year increase. Management highlighted a strong sales performance with 3.8 gigawatts sold, partic…
In the first quarter of fiscal year 2026, Zebra Technologies Corporation reported revenue of nearly $1.5 billion, marking a 14% increase year-over-year, with non-GAAP diluted earnings per share of $4.75, an 18% increase. Management raised t…
In Q1 2026, Qnity Electronics, Inc. reported net sales of $1.3 billion, reflecting an 18% year-over-year increase, and adjusted earnings per share (EPS) of $1.08, up 33%. The company raised its full-year guidance, now expecting net sales be…
In Q4 of fiscal year 2026, Gen Digital Inc. (GEN:US) reported record revenue of $1.28 billion, up 27% year-over-year, and exceeded guidance, marking a significant acceleration in growth. Full-year revenue reached $5 billion, a 27% increase,…
In the first quarter of 2026, Motorola Solutions, Inc. (MSI) reported a revenue increase of 7% year-over-year, reaching $3.9 billion, and a non-GAAP EPS of $3.37, reflecting a 6% rise from the previous year. The company raised its full-year…
Microchip Technology Incorporated reported strong Q4 and fiscal year 2026 results, with net sales of $1.311 billion in Q4, up 10.6% sequentially and 35.1% year-over-year, exceeding guidance. For the fiscal year, net sales reached $4.713 bil…
Akamai Technologies, Inc. reported strong Q1 2026 results, with total revenue of $1.074 billion, up 6% year-over-year. The company announced a landmark 7-year $1.8 billion commitment for cloud infrastructure services, marking the largest cu…
In the 2026 Annual Meeting of Stockholders held on May 7, 2026, Cadence Design Systems reported strong support from shareholders with 88% participation, indicating robust investor confidence. However, specific financial metrics such as reve…
Datadog, Inc. reported a strong first quarter for fiscal year 2026, with revenue reaching $1.01 billion, a 32% year-over-year increase, surpassing the high end of guidance. The company also achieved a record free cash flow of $289 million,
In the first quarter of fiscal year 2026, AppLovin Corporation (APP:US) reported revenue of $1.84 billion, reflecting a 59% year-over-year increase and exceeding the high end of management's guidance. Adjusted EBITDA reached $1.56 billion,
In Q2 2026, PTC Inc. reported a strong performance with constant currency ARR growth of 8.5%, aligning with the high end of guidance, and a 14% year-over-year increase in free cash flow. The company raised its fiscal 2026 revenue guidance t…
In the first quarter of 2026, Fortinet, Inc. (FTNT) reported strong financial results, with total revenue increasing by 20% year-over-year to $1.85 billion, exceeding guidance. Product revenue surged by 41%, driven by robust demand for high…
In the third quarter of fiscal year 2026, Coherent Corp. reported a record revenue of $1.8 billion, up 21% year-over-year, driven by strong demand in AI data centers and communications. Non-GAAP EPS increased 55% year-over-year to $1.41, re…
In Q1 2026, Corning Incorporated (GLW:US) reported a revenue run rate of $17.6 billion, reflecting a significant 35% increase since the inception of its Springboard plan. The company achieved an operating margin of 20.2%, surpassing its tar…
Flex Ltd. reported strong fourth quarter results for fiscal year 2026, with revenue of $7.5 billion, up 17% year-over-year, and adjusted EPS of $0.93, reflecting a 27% increase. The company announced a significant strategic move to spin off…
In the first quarter of fiscal year 2026, CDW Corporation (CDW:US) reported consolidated net sales of $5.8 billion, reflecting a 9% year-over-year increase, and non-GAAP net income per diluted share of $2.28, up 6.3% from the prior year. Ma…
In the first quarter of fiscal year 2026, Trimble Inc. (TRMB:US) reported revenue of $940 million, a 12% increase year-over-year, and earnings per share (EPS) of $0.79, exceeding expectations by $0.07. The company raised its full-year reven…
In the third quarter of fiscal year 2026, Lumentum Holdings reported a remarkable revenue of $808 million, representing a 90% year-over-year increase, primarily driven by their transceiver business and laser chips. Non-GAAP EPS came in at $…
In the first quarter of fiscal year 2026, Advanced Micro Devices, Inc. (AMD) reported a remarkable revenue increase of 38% year-over-year, reaching $10.3 billion, alongside earnings growth of over 40%. The standout performance was driven by…
In the third quarter of fiscal year 2026, Super Micro Computer, Inc. (SMCI) reported revenue of $10.2 billion, a 123% increase year-over-year but a 19% decline quarter-over-quarter, primarily due to customer site readiness delays and ongoin…
In the second quarter of fiscal 2026, Skyworks Solutions, Inc. (SWKS) reported revenue of $944 million and earnings per share (EPS) of $1.15, both exceeding the high end of management's guidance. The company secured a significant multigener…
In the first quarter of fiscal year 2026, Arista Networks reported total revenues of $2.71 billion, reflecting a robust year-over-year growth of 35.1% and exceeding guidance of $2.6 billion. The company also achieved a net income of $1.11 b…
In the fiscal quarter ending May 5, 2026, Western Digital Corporation (WDC:US) reported a significant increase in revenue and earnings, driven by robust demand for hard disk drives (HDDs) amidst an evolving data economy. Revenue reached $5.…
In the Q2 2026 earnings call for Fair Isaac Corporation (FICO), the company reported revenue of $305 million, which was in line with expectations, and earnings per share (EPS) of $1.25, beating estimates by $0.05. Management maintained thei…
In the first quarter of fiscal year 2026, Gartner, Inc. reported revenue of $1.5 billion, reflecting a 2% year-over-year increase, though down 1% on an FX-neutral basis. Adjusted EPS was $3.32, up 11% from the prior year, and free cash flow…
In the first quarter of 2026, ON Semiconductor Corporation reported revenue of $1.51 billion and non-GAAP diluted earnings per share of $0.64, both exceeding the midpoint of guidance. The company highlighted a significant recovery in demand…
In Q1 2026, Palantir Technologies Inc. reported a remarkable 85% year-over-year revenue growth, reaching $1.633 billion, and a sequential growth of 16%. The U.S. business, accounting for 79% of total revenue, achieved a milestone with 104%
In the first quarter of fiscal year 2026, ServiceNow reported revenue of $15.5 billion, exceeding the previous guidance of $15 billion. The company achieved a year-over-year growth of 20%, driven by strong demand for its AI-driven products
In Q2 FY2026, Apple Inc. reported a revenue of $111.2 billion, marking a 17% year-over-year increase and surpassing guidance expectations. Earnings per share (EPS) reached $2.01, up 22% year-over-year, also setting a March quarter record. M…
In Q1 2026, GoDaddy Inc. (GDDY:US) reported revenue of $1.3 billion, reflecting a 6% year-over-year growth, and normalized EBITDA margin expanded to 33%, up over 200 basis points. The company generated strong free cash flow of $474 million,…
In Q1 2026, Monolithic Power Systems, Inc. (MPWR) reported record quarterly revenue of $804 million, exceeding the prior quarter by 7% and up 26% year-over-year. Earnings guidance was notably optimistic, with management raising the growth f…
In the third quarter of fiscal 2026, Western Digital Corporation (WDC:US) reported a revenue of $3.3 billion, reflecting a robust 45% year-over-year increase, primarily driven by strong demand across cloud, consumer, and client segments. Ea…
In the third quarter of fiscal year 2026, Sandisk Corporation reported a remarkable revenue of $5.95 billion, reflecting a 97% sequential increase and a staggering 251% year-over-year growth, significantly surpassing guidance of $4.4 billio…
In Q1 2026, First Solar, Inc. reported record revenue of $1 billion, a 24% increase year-over-year, and net income of $347 million, up 65% year-over-year, resulting in diluted EPS of $3.22. The company secured gross bookings of 1.9 gigawatt…
Tyler Technologies, Inc. reported a strong first quarter for 2026, with total revenues and recurring revenues reaching record highs. The company generated over $30 million in additional revenue from the acquisition of For The Record (FTR),
In the fiscal Q3 2026 earnings call, Microsoft Corporation reported a record revenue of $82.9 billion, reflecting an 18% year-over-year increase. Earnings per share (EPS) reached $4.27, up 21% year-over-year, driven by robust demand in its
KLA Corporation reported strong results for the March quarter 2026, with revenue of $3.415 billion, up 11% year-over-year and exceeding the guidance midpoint of $3.35 billion. Non-GAAP diluted EPS was $9.40, also above guidance expectations…
In the second quarter of fiscal 2026, Qualcomm (QCOM) reported revenues of $10.6 billion and non-GAAP earnings per share (EPS) of $2.65, both figures aligning with the high end of management's guidance. The company highlighted strong perfor…
In the first quarter of 2026, Amphenol Corporation (APH:US) reported record sales of $7.6 billion, a remarkable 58% increase year-over-year, driven by strong demand across multiple segments, particularly in IT datacom and defense. Adjusted
In the first quarter of 2026, Teradyne, Inc. reported record revenue of approximately $1.3 billion and non-GAAP EPS of $2.56, both exceeding previous guidance and representing an 87% year-over-year increase. The strong performance was drive…
In Q1 2026, Cognizant Technology Solutions reported revenue of $5.4 billion, reflecting a 3.9% year-over-year growth in constant currency, which was at the upper end of management's guidance. Adjusted EPS increased by 14% year-over-year to
In the fiscal third quarter of 2026, Seagate Technology reported a robust performance with revenue of $3.1 billion, reflecting a 44% year-over-year increase. Non-GAAP EPS reached $4.10, up 115% year-over-year, and the company generated near…
In the second quarter of fiscal 2026, Fair Isaac Corporation (FICO) reported strong financial results, with revenues of $692 million, up 39% year-over-year, and GAAP net income of $264 million, reflecting a 63% increase. The company raised
In the first quarter of fiscal year 2026, NXP Semiconductors reported revenue of $3.18 billion, reflecting a 12% year-over-year increase, and non-GAAP earnings per share of $3.05, exceeding guidance by $0.08. The company provided an optimis…
In the second quarter of fiscal year 2026, F5, Inc. reported revenue of $812 million, reflecting an 11% year-over-year increase, with product revenue growing 22%. The company raised its fiscal year 2026 revenue growth outlook to 7%-8%, up f…
In the first quarter of 2026, Corning Incorporated (GLW:US) reported strong financial results with revenue of $4.35 billion, an 18% increase year-over-year, and earnings per share (EPS) of $0.70, reflecting a 30% growth. The company also ex…
Cadence Design Systems, Inc. reported strong Q1 2026 results, with revenue of $1.474 billion, representing a 19% year-over-year growth. The company achieved a non-GAAP EPS of $1.96, exceeding expectations, and raised its full-year revenue g…
In the first quarter of fiscal year 2026, Intel Corporation reported revenue of $13.6 billion, exceeding guidance by $1.4 billion and marking a 40% year-over-year growth in AI-driven businesses. Non-GAAP earnings per share came in at $0.29,…
In the first quarter of 2026, VeriSign, Inc. reported revenue of $429 million, reflecting a 6.6% year-over-year increase, and diluted earnings per share (EPS) of $2.34, up 11.4% from the previous year. The company also announced a cash divi…
In the first quarter of fiscal year 2026, Roper Technologies reported strong financial results, with total revenue of $2.1 billion, reflecting an 11% increase year-over-year, and earnings per share (EPS) of $5.16, exceeding the guidance ran…
In the March 2026 quarter, Lam Research Corporation (LRCX) reported record revenues of $5.84 billion, up 24% year-over-year, and earnings per share (EPS) of $1.47, exceeding guidance. The company raised its guidance for the June quarter to
In the first quarter of fiscal year 2026, IBM reported a revenue increase of 6% to $14.3 billion, exceeding expectations, and a 19% growth in diluted operating earnings per share to $1.45. The company maintained its guidance for constant cu…
In the first quarter of 2026, ServiceNow (NOW:US) reported subscription revenues of $3.671 billion, reflecting a 19% year-over-year growth in constant currency, exceeding the high end of guidance. The company raised its full-year revenue gu…
In the first quarter of fiscal year 2026, Texas Instruments (TXN) reported revenue of $4.8 billion, exceeding expectations with a 19% year-over-year increase and a 9% sequential rise. Earnings per share (EPS) came in at $1.68, benefiting fr…
In the 2026 Annual Meeting of Stockholders, Teledyne Technologies Incorporated reported strong shareholder support for its board and key proposals, indicating confidence in management. While specific financial results such as revenue and ea…
In the first quarter of fiscal year 2026, Teledyne Technologies reported record sales and earnings, with revenues of $6.415 billion, representing a 7.6% increase year-over-year, and non-GAAP earnings per share of approximately $24, up 17.2%…
In the second quarter of fiscal year 2026, TE Connectivity (TEL:US) reported robust financial performance with sales of over $4.7 billion, reflecting a 15% year-over-year increase, and adjusted earnings per share of $2.73, up 24% from the p…
In the fiscal Q2 2026 earnings call, Adobe Inc. reported a revenue of $5.5 billion, which exceeded expectations of $5.2 billion, marking a 12% year-over-year increase. Earnings per share (EPS) came in at $2.10, beating the consensus estimat…
During the Texas Instruments Incorporated (TXN:US) annual meeting held on April 16, 2026, no earnings results were discussed, as the meeting focused solely on corporate governance matters. Key proposals, including the election of directors